Core migration

Step 1 - Check legacy platform user configuration

The person responsible for this step is the school platform administrator.

• Navigate to Admin > Users > Users in legacy platform.
• Check that users' email addresses are accurate and up-to-date in both your legacy platform and your school's MIS.
• Amend or add email addresses as required (see the screenshot below, which displays where to edit email addresses in legacy platform).

• Check the 'Teacher Types' assigned to user accounts. The assigned Teacher Type appears in the ‘Teacher Type’ column for each user. If the user should not be included in calculations for your teacher feedback data, delete the assigned Teacher Type then confirm the change by clicking on the green tick box. After completing this action, the cell should display with the word 'Empty' in red.

• Please notify us when you have completed the checks and made all relevant changes in your MIS and old platform. We will check the changes in your new platform to ensure they are reflected. We will then confirm when the changes are in place so that you can continue with the configuration of your new platform.

If you are a school and not a trust completing these tasks, please skip to Step 3

Step 2 - Setting up school administrators in the new platform (for trusts only)

Only begin work on this step once Step 1 has been completed.

The person responsible for this step is the trust lead or a central trust admin team member.

• Allocate admin permissions to the platform administrator in each school using this page in the Knowledge Base, then share the new platform link with them.

Step 3 - Check new platform user configuration

Only begin work on this step once Step 1 has been completed.

The person responsible for this step is the school platform administrator.

Complete the following steps to check and amend new platform accounts:

• Review the user accounts that have been created in the platform, checking that email addresses are accurate. Where email addresses are inaccurate, update them using the User Management page from the Knowledge Base.
• Assign appropriate roles; Admin, School Leader, Staff
• Make any users that should not have access to the platform inactive.
• Manually create additional users that do not exist in your school's MIS.

Once these tasks have been completed and you wish your staff to log into the platform, share this link with them, along with the guidance article on the login process.

Please be aware that as soon as you share the login link with staff, they will be able to access the platform, so permissions must be correctly assigned before you share the link.